| VTI | New | VANGUARD TOTAL STOCK MARKET INDEX FUNDetf | $19,862,000 | – | 102,043 | +100.0% | 15.19% | – |
|---|
| VCSH | New | VANGUARD SHORT-TERM CORPORATE BOND INDEX FUNDetf | $12,479,000 | – | 149,892 | +100.0% | 9.54% | – |
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| PJAN | New | INNOVATOR S&P 500 POWER BUFFER ETF - JANUARYetf | $11,908,000 | – | 389,397 | +100.0% | 9.11% | – |
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| VGSH | New | VANGUARD SHORT-TERM GOVERNMENT BOND ETFetf | $10,897,000 | – | 176,899 | +100.0% | 8.33% | – |
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| VTV | New | VANGUARD VALUE INDEX FUNDetf | $10,116,000 | – | 85,039 | +100.0% | 7.74% | – |
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| FBND | New | FIDELITY TOTAL BOND ETFetf | $8,038,000 | – | 148,172 | +100.0% | 6.15% | – |
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| KJAN | New | INNOVATOR RUSSELL 2000 POWER BUFFER ETF - JANUARYetf | $7,868,000 | – | 271,316 | +100.0% | 6.02% | – |
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| IJAN | New | INNOVATOR MSCI EAFE POWER BUFFER ETF - JANUARYetf | $6,375,000 | – | 249,621 | +100.0% | 4.88% | – |
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| VOO | New | VANGUARD S&P 500 ETFetf | $4,466,000 | – | 12,995 | +100.0% | 3.42% | – |
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| VTEB | New | VANGUARD TAX-EXEMPT BOND ETFetf | $4,344,000 | – | 78,713 | +100.0% | 3.32% | – |
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| VXF | New | VANGUARD EXTENDED MARKET INDEX FUNDetf | $3,665,000 | – | 22,252 | +100.0% | 2.80% | – |
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| VOE | New | VANGUARD MID-CAP VALUE INDEX FUNDetf | $3,410,000 | – | 28,665 | +100.0% | 2.61% | – |
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| EJAN | New | INNOVATOR MSCI EMERGING MARKETS POWER BUFFER ETF - JANUARYetf | $3,400,000 | – | 113,183 | +100.0% | 2.60% | – |
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| VTWV | New | VANGUARD RUSSELL 2000 VALUE ETFetf | $3,391,000 | – | 29,361 | +100.0% | 2.59% | – |
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| VGIT | New | VANGUARD INTERMEDIATE-TERM GOVERNMENT BOND ETFetf | $2,811,000 | – | 40,488 | +100.0% | 2.15% | – |
|---|
| PDEC | New | INNOVATOR S&P 500 POWER BUFFER ETF - DECEMBERetf | $1,701,000 | – | 58,669 | +100.0% | 1.30% | – |
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| MUB | New | ISHARES NATIONAL MUNI BOND ETFetf | $1,585,000 | – | 13,528 | +100.0% | 1.21% | – |
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| SUB | New | ISHARES SHORT-TERM NATIONAL MUNI BOND ETFetf | $1,538,000 | – | 14,230 | +100.0% | 1.18% | – |
|---|
| SCHB | New | SCHWAB U.S. BROAD MARKET ETFetf | $1,356,000 | – | 14,899 | +100.0% | 1.04% | – |
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| VNLA | New | JANUS HENDERSON SHORT DURATION INCOME ETFetf | $1,228,000 | – | 24,339 | +100.0% | 0.94% | – |
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| UJAN | New | INNOVATOR S&P 500 ULTRA BUFFER ETF - JANUARYetf | $1,220,000 | – | 40,847 | +100.0% | 0.93% | – |
|---|
| BIV | New | VANGUARD INTERMEDIATE-TERM BOND INDEX FUNDetf | $907,000 | – | 9,767 | +100.0% | 0.69% | – |
|---|
| SCHG | New | SCHWAB U.S. LARGE-CAP GROWTH ETFetf | $902,000 | – | 7,026 | +100.0% | 0.69% | – |
|---|
| VEU | New | VANGUARD FTSE ALL-WORLD EX US INDEX FUNDetf | $889,000 | – | 15,230 | +100.0% | 0.68% | – |
|---|
| SCHV | New | SCHWAB U.S. LARGE-CAP VALUE ETFetf | $792,000 | – | 13,310 | +100.0% | 0.61% | – |
|---|
| UDEC | New | INNOVATOR S&P 500 ULTRA BUFFER ETF - DECEMBERetf | $729,000 | – | 25,628 | +100.0% | 0.56% | – |
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| MSFT | New | MICROSOFT CORP COMstock | $629,000 | – | 2,829 | +100.0% | 0.48% | – |
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| BRKB | New | BERKSHIRE HATHAWAY INC DEL CL B NEWstock | $524,000 | – | 2,260 | +100.0% | 0.40% | – |
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| VO | New | VANGUARD MID-CAP INDEX FUNDetf | $520,000 | – | 2,515 | +100.0% | 0.40% | – |
|---|
| SPLV | New | INVESCO S&P 500 LOW VOLATILITY ETFetf | $461,000 | – | 8,204 | +100.0% | 0.35% | – |
|---|
| SCHM | New | SCHWAB U.S. MID-CAP ETFetf | $456,000 | – | 6,692 | +100.0% | 0.35% | – |
|---|
| AAPL | New | APPLE INC COMstock | $399,000 | – | 3,004 | +100.0% | 0.30% | – |
|---|
| CMCSA | New | COMCAST CORP NEW CL Astock | $337,000 | – | 320,527 | +100.0% | 0.26% | – |
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| VTIP | New | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETFetf | $309,000 | – | 6,050 | +100.0% | 0.24% | – |
|---|
| KOCT | New | INNOVATOR RUSSELL 2000 POWER BUFFER ETF - OCTOBERetf | $280,000 | – | 10,814 | +100.0% | 0.21% | – |
|---|
| LYFT | New | LYFT INC CL A COMstock | $252,000 | – | 5,122 | +100.0% | 0.19% | – |
|---|
| VUG | New | VANGUARD GROWTH INDEX FUNDetf | $242,000 | – | 953 | +100.0% | 0.18% | – |
|---|
| SCHA | New | SCHWAB U.S. SMALL-CAP ETFetf | $236,000 | – | 2,653 | +100.0% | 0.18% | – |
|---|
| AMZN | New | AMAZON COM INC COMstock | $228,000 | – | 70 | +100.0% | 0.17% | – |
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